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How to Hide Closed Accounts and Savings Goals from the Accounts List

Learn how to hide Closed Accounts and Savings Goals from your Accounts List in Quicken Simplifi

Written by Natalie

Overview

If you no longer want to see closed accounts or Savings Goals contributions in your Accounts List, Quicken Simplifi allows you to hide either or both. This helps keep your list organized and easy to manage.

  • Click here to learn more about Closed Accounts.

  • Click here to learn more about Savings Goals.

Note: You cannot exclude opened accounts from your account list.


Hide Closed Accounts

When you hide closed accounts from your Accounts List, closed accounts will no longer appear with their $0 balance.

  1. Click the three dots in the upper-right corner of the Accounts List.

  2. Click the checkmark next to Show Closed Accounts to remove closed accounts from the Accounts List.


Hide Savings Goals

When you hide Savings Goals from your Accounts List, you will no longer see contribution amounts or your available balance after Savings Goals.

This information will also be removed from the account balance shown in the upper-right corner when the account is selected.

  1. Click the three dots in the upper-right corner of the Accounts List.

  2. Click the checkmark next to Show Savings Goals Breakdown to remove saving goals from the Accounts List.


To learn more about Hiding Closed Accounts and Savings Goals from the Accounts List on the Quicken Simplifi Mobile App, please click here!

If you have any questions about Quicken Simplifi, our support team is here to help.

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